CRM

Virtuous

Virtuous CRM allows nonprofits to manage relationships and streamline fundraising efforts.

The integration between WeGive and Virtuous CRM facilitates comprehensive donor management and engagement capabilities with a robust two-way bi-directional sync. Here's how it works:

  1. Unified Contact Profiles:
    • Contacts and contact individuals within Virtuous CRM and WeGive each have their own profiles, ensuring that donor information is synchronized across both platforms.
  2. Managing Pledges and Recurring Gifts:
    • Donors can manage their pledges and recurring gifts seamlessly through the integration. Changes made in Virtuous CRM or WeGive regarding donation commitments are reflected in real-time or through scheduled batch processes, maintaining accuracy and consistency.
  3. Fundraiser Management:
    • Nonprofits can oversee and manage fundraisers effectively through the integrated platforms. This includes tracking donor contributions, campaign progress, and donor engagement activities associated with specific fundraising initiatives.
  4. Two-Way Bi-Directional Sync:
    • The integration supports a two-way sync, allowing data updates to flow between WeGive and Virtuous CRM in both directions. This ensures that changes made in one platform (e.g., donor updates, donation records) are reflected in the other, enhancing data integrity and operational efficiency.
  5. Real-Time or Batch Processing:
    • Data synchronization can occur in real-time or through Virtuous CRM's batch processing capabilities, accommodating varying organizational needs and ensuring timely updates across platforms.

Overall, the WeGive and Virtuous CRM integration empowers nonprofits to cultivate stronger donor relationships, streamline fundraising efforts, and provide personalized donor experiences by leveraging synchronized data and efficient management tools.